Flynn

Global mineral resource generation and investor

[Flynn @Flynn_ASX]

$AUZ One of the only Scandium pure play exposures out there. Their Flemington project is free dig, mineralised form surface and projected to have average feed grade of 573ppm Sc over the first 15 years.

#Scandium, the metal that most people have not heard of, is expected to have a supply deficit as soon as 2027 @hntrbrkmedia.

[Yellow Lab Life Capital @YellowLabLife]

Very interesting article flagged to the Koala overnight from 2025

By Hunan Oriental Scandium's own analysis, the only production of #scandium oxide outside of China is Coral Bay, Sorel-Tracy, and Russia

And as @hntrbrkmedia and @CrossroadsOnX both observed, Bloom Energy $BE consumes ~30 tonnes per year TODAY

13 is less than 30 in every version of math the Koala is aware of

[Flynn @Flynn_ASX]

$AUZ

[Hunterbrook @hntrbrkmedia]

Why the lie?

Admitting Bloom needs Chinese scandium breaks the growth story.

There isn't enough scandium on Earth for the 5 GW ramp Wall Street is pricing in.

Our model: Scandium shortage by as early as 2027.

[AuKing Mining @AuKingMining1]

We've now advanced drilling to the East Tundulu prospect area as the exploration program continues to test the broader rare earths potential across the Tundulu Project in southern Malawi.

This video captures the drill rig in action at East Tundulu, one of several priority targets identified from recent airborne magnetics and LiDAR work. Following encouraging geological observations from Nathace Hill and Kamilala Hill, the program continues to step out across the broader carbonatite system to improve our understanding of its scale and continuity.

$AKN #RareEarths #CriticalMinerals #REE

[Australian Mines @AusMines]

We’ve strengthened the Board with Andrew Nesbitt appointed Managing Director and Cristian Moreno and Michael McNeilly appointed Non-Executive Directors.

We also intend to seek shareholder approval for a 1-for-5 share consolidation.

https://t.co/iqqGpsqwq3

$AUZ

[AuKing Mining @AuKingMining1]

"AuKing Mining jumped on heavy volume as investors backed its push to test a much bigger rare earths prize at Tundulu in Malawi."
$AKN Media coverage by @StockheadAU
https://t.co/zCDUe9pA11

[Next Investors @NextInvestors]

Our Investment @WAGoldLtd $WAU just had its neighbour - $2BN #MI6 buy out neighbouring blocks for $7M…

What does that mean for $WAU which holds the ground #MI6 itself says could host the extensions to its ~4.5M ounce gold deposit?

We think it just made $WAU’s ground arguably more valuable than the ground #MI6 acquired because:
1) #MI6's own mineralisation trends into WAU's ground
2) #MI6 may need WAU’s blocks to optimise its mine plan
3) $WAU is the only remaining neighbour of significance

Read our full take on this here: https://t.co/XGqvrdnycu

Disc: 28,145,810 WAU Shares held.

[David Bernhardt @davidlbernhardt]

For the American people to thrive, our great nation must develop natural resources critical to our national security and economic growth. I look forward to chairing
AT4,  American Tungsten & Antimony Ltd's, strategic advisory board as the company advances a portfolio of antimony and tungsten projects, both minerals
designated as critical to U.S. national security, defense, and advanced manufacturing.

https://t.co/QodLf04Ylg

[milkm0ney @milk_munni]

Is there a sneaky 5X brewing on $AUZ???

[AuKing Mining @AuKingMining1]

We’ve agreed to acquire 100% of the Tundulu Rare Earths Project in south-eastern Malawi, a 5km in diameter intrusive carbonatite complex ranking among the largest and most under-explored rare earth systems in the country.

We’re advancing an established carbonatite-hosted rare earths system with historical high-grade drilling results including:

• 41m @ 3.7% TREO from 8m
• 35m @ 2.7% TREO from 15m incl 14m @ 4.1% TREO from 36m
• 30m @ 4.03% TREO from surface
• 31m @ 2.27% TREO from 41m
• 15m @ 3.46% TREO from 73m

A total of 24 historical drill holes ended in mineralisation, including 8 drill holes that ended in greater than 2% TREO.

Located within an emerging world class rare earths district in southern Malawi, Tundulu is in proximity to Kangankunde (261Mt @ 2.61% TREO) and Songwe Hill (21Mt @ 1.41% TREO).

Mineralisation appears high in valuable heavy rare earth elements and medium rare earth elements, with low levels of uranium and thorium.

We intend to commence exploration activities following completion of the acquisition, with an initial drilling program planned to advance understanding of the mineralisation.

We’ve also received commitments from institutional and sophisticated investors to raise approximately $3M for the Company’s proposed activities.

Read the full $AKN ASX Announcement: https://t.co/aPZARRsAsH

#ASX #RareEarths #CriticalMinerals #Malawi #TREO #Exploration #MiningStocks #ResourceStocks

[Kristin Rowe @MsKrowe1376]

We're hosting a webinar for @BmgResources (#ASX: $BMG) on Tuesday, 10 February 2026, at 12:00pm AEDT.

Newly appointed CEO Ben Pollard and Non-Executive Chairman John Prineas will discuss developments across BMG’s Western Australian gold projects and outline key milestones planned for the next 12 months.

With a 518,000oz gold resource at Abercromby, funding secured for a 10,000m expansion drill program, and exploration underway across multiple Western Australian projects, including Bullabulling adjacent to Mi6’s 4.5Moz gold mine, this session will outline BMG’s strategy and upcoming work programs.

📅 Tuesday, 10 February 2026
⏰ 12:00pm AEDT / 9:00am AWST

Register for the webinar:
https://t.co/dUf8kTXcgb

#Gold #WesternAustralia #Mining #Investing

[Flynn @Flynn_ASX]

@HesperianMetals Can you message me?

[N-KaT @nkat007]

Liberty Minerals (ASX: $LIB) trading well, after exercising option to acquire 100% interest in a portfolio of Brazilian critical minerals projects focused on #rareearths and heavy mineral sands / #titanium minerals. 💥

➡️Paraíba (Hard Rock Rutile & #Monazite sands): reconnaissance sampling of in-situ rutile crystals returned multiple XRF results >90% TiO2, including 94.7% TiO2 and 93.6% TiO2

➡️Rio Grande 234 km² district-scale heavy mineral sands (HMS) coastal plain project located immediately adjacent to the advanced South Atlantic Project. JORC 2012 MRE reported as 771Mt @ 3.0% Total Heavy Mineral

➡️Alcobaça (HMS & Monazite sands): 55 km² project positioned next to Energy Fuels’ Bahia Project, previously acquired for US$27.5 mill 💰

Accelerated exploration and value creation planned in 2026.⚡️

[Respeculator @respeculator]

This idea is not mine.. but with Wiluna firing up next door makes a lot of sense and A$20m is absolutely ridiculous for ~A$3bn revenue .. $BMG.AX h/t @TRAVmoneyofmine

[Krason22🎭 @KeithvdKraan]

$BMG.ax 1W

[American Tungsten & Antimony Ltd (ASX:AT4) @ATAA_AT4]

We’ve shared a video update from MD Andre Booyzen following this morning’s announcement on our Antimony Canyon Project.

Andre covers the tentative drilling permit approval from Utah DOGM, mobilisation of Energold, and our team and core shed now in place as we prepare to begin drilling before the end of December, weather permitting. He also provides a brief update on our upcoming NOI for Tennessee Mountain and the transition to our new name, American Tungsten and Antimony Ltd.

📺 Watch the full update below.

$TMG $TMGLF #Antimony #Tungsten

[TheArchitect @TheArchitect_HC]

🚨Antimony Giant Shuts Down!!!

One of the World’s Largest Antimony Ingot Producers in China has just shut down production!

China’s ‘Hunan Yanshan Antimony Industry’ suspended ingot production on November 7th, 2025

Hunan are based in Lengshuijiang, Hunan — know as the ‘Twinkling Star district’.
(Source: SMM)

China removed their export bans for Antimony and Tungsten but replaced them with even stricter qualifying requirements that make it next to impossible for anyone to secure any supply.

Military bans still in full force!

Civilian entity’s that operate with Military links are also prohibited from securing supply!

That’s why you read the fine print!

#asx #antimony #tungsten #criticalminerals #USChinatradewar #mining #australia #xso #xjo $uamy $ppta $nvda #semiconductors #platinum $lky $tmg $dtr $dtrf $rmx $rml $pls $sqm $ltr #Lithium #

[Robert Friedland @robert_ivanhoe]

US offers to buy stakes in Australian critical minerals companies https://t.co/E3r46DFp7l

[Flynn @Flynn_ASX]

$SGQ

First assays from deeper diamond drilling pending

[The Mining Bartender @jtourzan]

More nice intercepts for @StGeorge_SGQ .
48m 5.7% TREO from 2m. Lots of niobium and neodymium. $sgq.ax